Home | Cornerstone FP

Your Financial Future

Cornerstone Financial Partners is an independent financial planning firm that focuses on people and families, not just investments. We partner with you to build a straightforward personal financial plan that serves as a foundation for where you are today and where you want to go tomorrow. We then help you to get there.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals while understanding your values and tolerance for risk. Building life-long relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular financial matter. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

View all articles

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

View all calculators

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos

Articles

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

View all articles

Calculators

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

View all calculators

Videos

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos

Have A Question?

Sign up for my Newsletter

Contact

Office: 6283030677

Fax: 8583583920

phong@cornerstonefp.org